Skip to content

BankSync is a secure financial management tool that connects with multiple banks, helping users manage transactions, view balances, and receive personalized savings recommendations—all within a responsive, user-friendly interface built with Next.js, TypeScript, and Plaid.

Notifications You must be signed in to change notification settings

vaibhav720/BankSync

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

19 Commits
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

🏦 BankSync

BankSync is a powerful financial management tool that connects with multiple banks, helps users manage their transactions, and provides personalized savings recommendations. This project leverages modern web technologies to deliver a secure, user-friendly experience.

⚙️ Tech Stack

  • Next.js: A React framework for server-side rendering and static site generation.
  • TypeScript: For type-safe JavaScript development.
  • Appwrite: Backend server for authentication and database management.
  • Plaid: For integrating with multiple bank accounts.
  • Dwolla: Facilitates funds transfers between accounts.
  • React Hook Form: Manages form state efficiently with minimal re-renders.
  • Zod: Schema declaration and validation library for TypeScript.
  • TailwindCSS: Utility-first CSS framework for designing responsive UIs.
  • Chart.js: A charting library to visualize transaction data.
  • ShadCN: A collection of components built with Radix UI and Tailwind CSS.

🔋 Features

👉 Authentication

  • Ultra-secure server-side rendered (SSR) authentication with robust validation and authorization mechanisms, ensuring user data remains protected.

👉 Connect Banks

  • Seamlessly integrate with multiple bank accounts using Plaid, allowing users to link and manage their financial accounts within the app.

👉 Home Page

  • Displays a general overview of the user’s account, including total balance across all connected banks, recent transactions, money spent across different categories, and more.

👉 My Banks

  • View a complete list of all connected banks, including respective balances and account details, providing users with a consolidated financial overview.

👉 Transaction History

  • Access a detailed transaction history with pagination and filtering options to easily navigate and search through past transactions across different banks.

👉 Real-time Updates

  • Real-time data synchronization across all relevant pages ensures that changes, such as connecting new bank accounts, are instantly reflected.

👉 Funds Transfer

  • Transfer funds between accounts using Dwolla, with required fields and recipient bank ID validation for secure transactions.

👉 Responsiveness

  • The application is fully responsive, providing a seamless experience across desktop, tablet, and mobile devices, ensuring consistent usability on any screen size.

👉 And Many More...

  • The project emphasizes clean code architecture and reusability, making it easy to maintain and extend. Additional features include advanced error handling, modular components, and performance optimization. ##Preview
Screenshot 2024-09-01 at 2 02 07 PM Screenshot 2024-09-01 at 2 02 36 PM Screenshot 2024-09-01 at 2 02 54 PMScreenshot 2024-09-01 at 2 03 06 PM Screenshot 2024-09-01 at 2 03 15 PMScreenshot 2024-09-01 at 2 03 31 PM

🚀 Getting Started

To get started with BankSync, follow the installation instructions below:

  1. Clone the Repository:

    git clone https://github.com/vaibhav720/BankSync.git
    cd BankSync
  2. Install Dependencies:

    npm install
  3. Environment Setup:

    • Create a .env.local file and add your environment variables for Next.js, Appwrite, Plaid, and Dwolla.
  4. Run the Application:

    npm run dev
    • The application will be available at http://localhost:3000.

💻 Contributing

We welcome contributions! If you'd like to contribute to BankSync, please fork the repository and submit a pull request. For major changes, please open an issue first to discuss what you'd like to change.

📝 License

This project is licensed under the MIT License. See the LICENSE file for more details.

About

BankSync is a secure financial management tool that connects with multiple banks, helping users manage transactions, view balances, and receive personalized savings recommendations—all within a responsive, user-friendly interface built with Next.js, TypeScript, and Plaid.

Topics

Resources

Security policy

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published